Fred Kaplan Email & Phone Number

Certified Mergers and Acquisitions Professional (CM and AP), Certified Exit Planning Advisor (CEPA) @ Stony Hill Advisors

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Fred Kaplan Location

Ambler, PA, US

Fred Kaplan Work

Certified Mergers and Acquisitions Professional (CM and AP), Certified Exit Planning Advisor (CEPA) @ (May 2020 - Present)
Member Board of Directors @ (April 2025 - Present)
Director @ (June 2013 - April 2020)
President @ (January 2010 - January 2013)
Adjunct Faculty @ (January 2012 - January 2012)
President (2010-2012) and various positions @ (January 1995 - January 2012)
Past President @ Institute of Management Consultants - Philadelphia chapter (January 1995 - January 2012)
Director @ Aspire Business Consulting, Inc. (January 2009 - January 2010)
Director of Consulting @ (January 2004 - January 2009)
Chief Financial Officer @ World Imports, Ltd. (January 2002 - January 2004)
Manager, Management Consulting @ (January 1995 - January 2002)

Fred Kaplan Education

Cornell University
BA (Economics)
Drexel University's LeBow College of Business
MBA (Finance)

Fred Kaplan Skills

Succession Planning
Exit Strategies
Exit Management
Economics
International Relations
Divestitures
External Relations
Due Diligence
Acquisitions
Mergers & Acquisitions (M&A)
Selling Businesses
Business Process Improvement
Food & Beverage
Account Management
Business Development
Sales
Strategy
Sales Management
International Trade
Business Strategy
Project Management
Marketing
Sales Operations
Customer Relationship Management (CRM)
Key Account Development
Import Export
Market Analysis
Strategic Planning
Sales Process
New Business Development
Negotiation
Business Relationship Management
Leadership
Coaching
Problem Solving
Strategic Leadership
Strategic Thinking
Client Relations
Management
Customer Service
Strategic Partnerships
Relationship Building
Fundraising
Public Speaking
Hospitality Industry
Association Memberships
Non-profit Leadership
Team Development
Client Presentation
Strategic Prospecting
Networking
International Markets
Strategic Initiatives
Asset Based Lending
Customer Relationship Management Crm
Plumbing Services
Consulting
Banking
Factoring
Accounting
Cash Flow
Human Resources
Corporate Finance
Executive Management
Start Ups
Financial Modeling
Forecasting
Managerial Finance
Profit Improvement
Plumbing Specialist
Finance
Process Improvement
Team Leadership
Financial Services
Management Consulting
Business Planning
Strategic Financial Planning
Microsoft Office
Budgeting
Entrepreneurship
Working Capital
Program Management
Profit Maximization
Risk Management
Business Process
Credit
Internal Controls
Microsoft Excel
Financial Analysis
Plumbing
Acquisition Integration
Budgets
Private Equity
Credit Analysis
Strategic Financial
Funding
Mergers and Acquisitions
Loans
Working Capital Management
CRM
Analysis
Food and Beverage
Real Estate
Training
Marketing Strategy

Fred Kaplan Summary

Fred Kaplan, based in Ambler, PA, US, is currently a Certified Mergers and Acquisitions Professional (CM and AP), Certified Exit Planning Advisor (CEPA) at Stony Hill Advisors. Fred Kaplan brings experience from previous roles at NJ Food Processors Association - NJFPA, Mazars USA LLP, Kaplan Financial Consulting Group, LLC and Keller Graduate School of Management. Fred Kaplan holds a BA in Economics @ Cornell University. With a robust skill set that includes Succession Planning, Exit Strategies, Exit Management, Economics, International Relations and more. Fred Kaplan has 2 emails and 1 mobile phone numbers on RocketReach.